Group 1: Quarterly Earnings Reports - Major companies like Pepsi, Delta, and Levi have started reporting quarterly results, indicating the health of the global consumer [1] - A significant wave of earnings reports from mega-banks and other key players such as ASML, Taiwan Semiconductor, and Johnson & Johnson is expected next week [1] - The busiest period for Q3 earnings is anticipated in the last week of October, with a heavy reporting schedule from mid-October through mid-November [1] Group 2: Gold Market Insights - Gold futures have recently surpassed $4,000/oz for the first time, generating widespread discussion in financial news [2] - Various financial institutions, including Goldman Sachs, have made bullish forecasts for gold prices, with predictions reaching as high as $4,900/oz by the end of next year [3] - The current volatility in gold prices is seen as a reflection of broader market conditions, with many stocks performing well due to various narratives, including advancements in AI and government spending [4]

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium includes access to the Zacks Style Scores as well. What are the Zacks Style Scores? Dev ...

Core Viewpoint - Applied Materials (AMAT) demonstrates strong operational performance and financial health, leading to a conclusion that the stock is fairly priced despite its high valuation [2][4]. Valuation - AMAT's valuation appears high compared to the broader market, indicating a need for careful evaluation [5]. Growth - The company has experienced moderate growth, with an average revenue growth rate of 4.4% over the past three years and a 6.6% increase in revenues from $27 billion to $29 billion over the last 12 months [6]. Profitability - AMAT's operating income for the last 12 months was $8.6 billion, resulting in an operating margin of 30.1%. The company generated nearly $7.7 billion in operating cash flow, with a cash flow margin of 26.9% and a net income of approximately $6.8 billion, reflecting a net margin of 23.9% [9]. Financial Stability - The company has a debt of $6.8 billion against a market capitalization of $176 billion, resulting in a debt-to-equity ratio of 3.8%. AMAT holds $7.0 billion in cash, which is 20.5% of its total assets of $34 billion [9]. Downturn Resilience - AMAT has historically underperformed compared to the S&P 500 during economic downturns, with significant declines observed during the 2022 inflation shock, the 2020 COVID pandemic, and the 2008 global financial crisis. The stock has shown a tendency to fully rebound to pre-crisis peaks after substantial declines [7][9].

Core Viewpoint - ASML Holding N.V. is anticipated to release its Q3 earnings next week, and there are multiple reasons to consider buying the stock before the earnings report, as it is currently trading at a low valuation in the lithography market [1]. Group 1: Company Overview - ASML is recognized as a dominant player in the lithography market, which is crucial for semiconductor manufacturing [1]. Group 2: Investment Rationale - The current trading price of ASML is described as extremely cheap, suggesting a potential undervaluation in the market [1]. - The article emphasizes a long-term investment perspective, indicating that ASML may present a promising opportunity for investors looking for value stocks [1].

Core Viewpoint - ASML Holding N.V. is anticipated to release its Q3 earnings next week, and there are multiple reasons to consider buying the stock before the earnings report, as it is currently trading at a low valuation in the lithography market [1] Company Summary - ASML is recognized as a dominant player in the lithography market, which is crucial for semiconductor manufacturing [1] - The company is currently perceived to be undervalued, presenting a potential investment opportunity [1] Analyst Background - The author has extensive experience in finance and strategy, with a decade spent at a Big 4 audit firm and currently serving as Head of Finance for a retail real estate operator [1] - The author has been an active investor in the U.S. stock market for 13 years, focusing on a balanced investment approach that includes both value and growth stocks [1]

9 October 2025 | 8:31AM BST Equity Research ASML Holding (ASML.AS): Robust AI picture, positively revised WFE forecasts and strengthening customer data points; reiterate Buy We continue to see ASML as a clear beneficiary of improved leading-edge Logic/Memory demand from AI as illustrated by recent commentary from the AI ecosystem. Notably, data points have inflected positively in four out of six of the categories in our Europe Semicap tracker. Moreover, our US semis team positively revised its growth expect ...

截至6月30日，拓荆科技股东户数1.41万，较上期减少4.69%；人均流通股19794股，较上期增加 89.04%。2025年1月-6月，拓荆科技实现营业收入19.54亿元，同比增长54.25%；归母净利润9428.80万 元，同比减少26.96%。 分红方面，拓荆科技A股上市后累计派现1.74亿元。 机构持仓方面，截止2025年6月30日，拓荆科技十大流通股东中，华夏上证科创板50成份ETF （588000）位居第四大流通股东，持股779.38万股，相比上期减少8.02万股。香港中央结算有限公司位 居第五大流通股东，持股682.77万股，相比上期增加119.26万股。易方达上证科创板50ETF（588080） 位居第六大流通股东，持股579.02万股，相比上期增加19.25万股。诺安成长混合A（320007）位居第七 大流通股东，持股454.88万股，相比上期减少18.47万股。嘉实上证科创板芯片ETF（588200）位居第九 大流通股东，持股332.19万股，相比上期增加31.98万股。银华集成电路混合A（013840）、华夏国证半 导体芯片ETF（159995）退出十大流通股东之列。 责任编辑：小浪快报 ...

Core Viewpoint - ASML Holding N.V. is gaining attention as a trending AI stock, with HSBC raising its price target to EUR 1,018 from EUR 809 while maintaining a Buy rating ahead of the company's September quarter results [1][2]. Group 1: Financial Performance and Expectations - The firm anticipates ASML's September quarter results and December quarter guidance to align with expectations, with management likely to discuss demand trends extending into 2026 [2][3]. - ASML is projected to achieve 6% revenue growth in 2026, with revenue and operating income estimates 3%-5% above consensus forecasts [2][3]. - The analysis indicates that ASML requires EUR 7.8 billion in orders in the second half of 2025 to meet forecasts, with September quarter orders of approximately EUR 4 billion viewed as supportive of 2026 expectations [3]. Group 2: Market Sentiment and Demand Trends - Recent positive newsflow supports the view that ASML can deliver revenue growth in 2026, shifting the narrative from no growth to growth, which may lead to a valuation re-rating [3]. - The company is expected to benefit from strong demand signals and DRAM capacity expansion, contributing to overall optimism regarding its stock performance [2][3].

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? The Za ...

Lam Research Corporation (NASDAQ:LRCX) is one of the high-growth semiconductor stocks that are profitable in 2025. On September 30, analysts at HSBC initiated coverage of the stock with a “Hold” rating and a target price of $127. Lam Research Corporation (LRCX) Rated as a Hold at HSBC amid Wafer Fab Equipment Opportunity allstars/Shutterstock.com The hold rating comes as HSBC expects the company to benefit from growing demand for wafer fab equipment and expansion of the available market. Lam Research al ...